The Campbell’s Company (NASDAQ:CPB) Receives Average Recommendation of “Reduce” from Analysts

The Campbell’s Company (NASDAQ:CPB) has received an average rating of “Reduce” from the twenty-two brokerages that are currently covering the firm, Marketbeat.com reports. Six research analysts have rated the stock with a sell rating, thirteen have given a hold rating and three have assigned a buy rating to the company. The average 1-year target price among brokerages that have covered the stock in the last year is $32.2941.

Several research analysts recently commented on CPB shares. Zacks Research raised Campbell’s from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. DA Davidson reaffirmed a “neutral” rating and set a $30.00 target price on shares of Campbell’s in a report on Thursday, December 11th. Wells Fargo & Company reduced their target price on shares of Campbell’s from $31.00 to $30.00 and set an “equal weight” rating for the company in a research report on Wednesday, December 10th. Morgan Stanley decreased their price target on shares of Campbell’s from $30.00 to $28.00 and set a “cautious” rating on the stock in a research note on Friday, January 16th. Finally, Stifel Nicolaus set a $30.00 price target on shares of Campbell’s and gave the stock a “hold” rating in a research report on Tuesday, December 9th.

Insider Activity at Campbell’s

In other Campbell’s news, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total value of $325,017.00. Following the completion of the sale, the executive vice president directly owned 43,777 shares in the company, valued at $1,231,884.78. This represents a 20.88% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the transaction, the executive vice president owned 25,264 shares in the company, valued at approximately $669,748.64. This represents a 9.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Campbell’s

Institutional investors and hedge funds have recently bought and sold shares of the company. State Street Corp raised its position in shares of Campbell’s by 1.3% during the 2nd quarter. State Street Corp now owns 11,960,359 shares of the company’s stock valued at $366,585,000 after buying an additional 149,679 shares during the period. Invesco Ltd. raised its position in Campbell’s by 42.6% in the third quarter. Invesco Ltd. now owns 7,995,733 shares of the company’s stock valued at $252,505,000 after purchasing an additional 2,387,575 shares during the period. Dimensional Fund Advisors LP lifted its stake in shares of Campbell’s by 16.5% in the 3rd quarter. Dimensional Fund Advisors LP now owns 6,546,957 shares of the company’s stock valued at $206,738,000 after purchasing an additional 928,843 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Campbell’s by 2.2% during the 2nd quarter. Geode Capital Management LLC now owns 5,576,573 shares of the company’s stock worth $170,279,000 after purchasing an additional 121,777 shares during the last quarter. Finally, Two Sigma Investments LP raised its holdings in Campbell’s by 534.8% in the 3rd quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock valued at $155,916,000 after buying an additional 4,159,398 shares during the period. 52.35% of the stock is currently owned by institutional investors and hedge funds.

Campbell’s Stock Up 0.9%

CPB opened at $26.79 on Friday. The company has a market cap of $7.99 billion, a PE ratio of 13.88, a price-to-earnings-growth ratio of 9.41 and a beta of -0.04. Campbell’s has a twelve month low of $25.62 and a twelve month high of $43.85. The company has a 50-day moving average price of $28.41 and a 200 day moving average price of $30.62. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, topping the consensus estimate of $0.73 by $0.04. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The company had revenue of $2.68 billion during the quarter. The company’s quarterly revenue was down 3.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. Sell-side analysts expect that Campbell’s will post 3.15 earnings per share for the current fiscal year.

Campbell’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be issued a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a dividend yield of 5.8%. The ex-dividend date is Thursday, January 8th. Campbell’s’s payout ratio is currently 80.83%.

Campbell’s Company Profile

Campbell’s (NASDAQ: CPB) is a leading manufacturer of shelf-stable foods and beverages, best known for its iconic soups and broths. Headquartered in Camden, New Jersey, the company offers a diverse portfolio of products designed to meet consumer demand for convenient, affordable meals and snacks. Since its founding in 1869, Campbell’s has grown through a combination of organic innovation and strategic acquisitions to expand its presence in the food industry.

The company’s brand portfolio includes Campbell’s Condensed Soups, V8 juices, Prego pasta sauces, Swanson broths and stocks, Pace salsas and dips, and Pepperidge Farm baked snacks.